PROFILE Software, a financial solutions provider, has rolled out an upgraded version of its wealth and asset management platform, IMSplus 2.1.
The new version will enhance STP (straight through processing) for front to back operations and uses modern technologies with web and mobile features to deliver improved service, operational efficiency and increased productivity.
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The upgrade of IMSplus Web and IMSplus Mobility versions will enable the usage of smart and digital tools and also allow firms to securely and cost-effectively transform their traditional business model as well as offer digital wealth management services, enhanced portfolio analysis and advisory tools.
The upgraded version of the platform also features a new customizable wealth management dashboard, risk and scenario analysis functions and business intelligence tools to provide comprehensive reporting for all businesses.
In addition, it also includes additional connectivity features with international custodians, fund providers and new real-time market data links that streamline data updates and make live portfolio valuation accessible on the wealth manager’s desktop and mobile device.
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